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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
2751
GeoWealth Management
Illinois
$493K +$390K +2,708 +504%
FRA
2752
Frank Rimerman Advisors
California
$492K – – –
AIIMS
2753
Analyst IMS Investment Management Services
Israel
$491K -$54K -375 -10%
AWA
2754
AmeriServ Wealth Advisors
Pennsylvania
$491K – – –
FA
2755
Forefront Analytics
Pennsylvania
$491K +$3.17K +22 +0.7%
BWA
2756
Bordeaux Wealth Advisors
California
$490K -$2.01K -14 -0.4%
WFM
2757
Wolff Financial Management
Michigan
$489K – – –
NFP
2758
Novak Financial Planning
Maryland
$488K +$1.58K +11 +0.3%
PI
2759
Parkside Investments
Illinois
$485K -$3.8M -26,425 -89%
CM
2760
Columbus Macro
Pennsylvania
$483K -$156K -1,086 -26%
ACP
2761
Aveo Capital Partners
Colorado
$483K +$457K +3,175 New
DACG
2762
Donor Advised Charitable Giving
California
$480K – – –
WFWM
2763
Wechter Feldman Wealth Management
New Jersey
$480K – – –
BFS
2764
Bickling Financial Services
Massachusetts
$480K +$175K +1,218 +63%
PAG
2765
Pinnacle Advisory Group
Maryland
$479K +$453K +3,147 New
TA
2766
TrueWealth Advisors
Alabama
$478K +$87K +605 +23%
IGGA
2767
Iron Gate Global Advisors
Utah
$476K -$9.21K -64 -2%
MAG
2768
MRA Advisory Group
New Jersey
$476K -$4.89K -34 -1%
RIS
2769
Retirement Income Solutions
Michigan
$476K -$1.87K -13 -0.4%
MWM
2770
Mascoma Wealth Management
New Hampshire
$476K +$17.4K +121 +4%
LRIA
2771
Leonard Rickey Investment Advisors
Washington
$475K +$21.9K +152 +5%
OFA
2772
Oak Family Advisors
Illinois
$474K +$39.3K +273 +10%
IFO
2773
Independent Family Office
New York
$473K -$64.5K -448 -14%
AP
2774
Adero Partners
California
$471K +$204K +1,420 +85%
CAM
2775
Claret Asset Management
Quebec, Canada
$470K -$96.1K -668 -18%
109 110
111
112 113